Bank of America’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $98M | Buy |
5,147,245
+1,289,393
| +33% | +$24.9M | 0.01% | 1132 |
|
|
2025
Q4 | $63.2M | Buy |
3,857,852
+29,886
| +0.8% | +$526K | ﹤0.01% | 1391 |
|
|
2025
Q3 | $71.9M | Sell |
3,827,966
-344,685
| -8% | -$6.18M | 0.01% | 1435 |
|
|
2025
Q2 | $84.3M | Buy |
4,172,651
+1,565,759
| +60% | +$27.1M | 0.01% | 1279 |
|
|
2025
Q1 | $35.8M | Buy |
2,606,892
+467,877
| +22% | +$6.44M | ﹤0.01% | 1893 |
|
|
2024
Q4 | $25.3M | Sell |
2,139,015
-2,971,291
| -58% | -$46.8M | ﹤0.01% | 2082 |
|
|
2024
Q3 | $91.7M | Buy |
5,110,306
+3,133,976
| +159% | +$57.1M | 0.01% | 1124 |
|
|
2024
Q2 | $34.8M | Buy |
1,976,330
+1,059,692
| +116% | +$21.9M | ﹤0.01% | 1749 |
|
|
2024
Q1 | $23.5M | Sell |
916,638
-80,686
| -8% | -$2.02M | ﹤0.01% | 2117 |
|
|
2023
Q4 | $26M | Buy |
997,324
+299,574
| +43% | +$6.84M | ﹤0.01% | 1889 |
|
|
2023
Q3 | $16.1M | Sell |
697,750
-168,314
| -19% | -$4.22M | ﹤0.01% | 2265 |
|
|
2023
Q2 | $20.3M | Sell |
866,064
-136,667
| -14% | -$2.32M | ﹤0.01% | 2027 |
|
|
2023
Q1 | $11.9M | Buy |
1,002,731
+963,330
| +2,445% | +$13.7M | ﹤0.01% | 2649 |
|
|
2022
Q4 | $604K | Sell |
39,401
-126,684
| -76% | -$2.22M | ﹤0.01% | 5231 |
|
|
2022
Q3 | $3.16M | Buy |
166,085
+111,290
| +203% | +$2.21M | ﹤0.01% | 3847 |
|
|
2022
Q2 | $984K | Sell |
54,795
-121,557
| -69% | -$2.8M | ﹤0.01% | 4922 |
|
|
2022
Q1 | $5.31M | Buy |
176,352
+10,672
| +6% | +$333K | ﹤0.01% | 3557 |
|
|
2021
Q4 | $4.76M | Sell |
165,680
-12,110
| -7% | -$394K | ﹤0.01% | 3700 |
|
|
2021
Q3 | $7.14M | Buy |
177,790
+17,844
| +11% | +$797K | ﹤0.01% | 3207 |
|
|
2021
Q2 | $6.96M | Sell |
159,946
-325,636
| -67% | -$13.5M | ﹤0.01% | 3207 |
|
|
2021
Q1 | $18.3M | Buy |
485,582
+56,563
| +13% | +$2.41M | ﹤0.01% | 2109 |
|
|
2020
Q4 | $17M | Buy |
429,019
+3,342
| +0.8% | +$137K | ﹤0.01% | 2031 |
|
|
2020
Q3 | $17.7M | Sell |
425,677
-119,118
| -22% | -$5.44M | ﹤0.01% | 1811 |
|
|
2020
Q2 | $22.9M | Buy |
544,795
+168,331
| +45% | +$5.16M | ﹤0.01% | 1522 |
|
|
2020
Q1 | $7.26M | Buy |
+376,464
| New | +$12.7M | ﹤0.01% | 2327 |
|
Other funds holding XP
AIM
GA
